John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations. SMARTSystem updates are included with your Software Support Plan (SSP).
We have added a new program that will reflag customer credit memos for export to accounting.
Exporting customer invoices and credits is a standard function of the SMARTSystem EOD (End of Day) processing. The EOD process marks each customer invoice and credit memo to prevent exporting them more than once. These two reflag programs give you the ability to reset the export flags so information can be re-export to accounting, if needed.
To select these programs, go to:
Management Menu ->
- Reflag Invoices for Export to Accounting
- Reflag Credit Memos for Export to Accounting
These programs work the same way to reflag both Invoices and Credit Memos.
First, select the Delivery (Ship) Date Range, Start Date and End Date, from the date filter to display information:
The *Export column heading can be double clicked to automatically check all of the export boxes displayed on the screen or, you can check only the individual items that you need to re-export.
When you are done selecting all of the items that need to be re-exported, click the “Save Changes” button
The next time that you run your EOD process: The Invoices and/or Credit Memos that you marked will be exported with the EOD process and included for Import to your accounting program.
Our goal is to provide you with tools to make your job easier and improve your success with quality service delivered quickly. Your feedback is always welcome. If you have any questions, please contact us at Support@Floralcomputer.com or call 727-483-5306 for assistance. If you would like to submit an on-line support request, go to http://floralcomputersystems.freshdesk.com and click on the “New support ticket” button.
Thank you, John
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations.
Should you need to import a Sales Invoice to your Accounting System after an End-of-Day has been run, the following program can be used.
Under the Management Menu there is a program to “Reflag Invoices for Export to Accounting.”
With this program you select the Start and End Dates of Sales Invoices to display on the screen below. Just click the checkbox under Export to reset the invoice and then click on Save Changes. The next End-of-Day process must be set to include the date of this invoice as the EOD Start Date.
Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly.
Sincerely, John Henderson